See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,516 | $81,248+18.8% | $155,509-37.9% | $80,856+19.4% |
| Participation rate | 92.3% | 66.2%+26.1pp | 78.2%+14.1pp | 67.6%+24.7pp |
| Annual return | 4.98% | 33.31%-28.3pp | 64.67%-59.7pp | 35.59%-30.6pp |
| Employer contribution / active EE | $2,882 | $3,100-7.0% | $4,672-38.3% | $2,755+4.6% |
| Participant deferral / active EE | $4,665 | $3,452+35.2% | $5,626-17.1% | $4,296+8.6% |
| Admin fee / account holder | $7,398 | $7,997-7.5% | $15,912-53.5% | $6,918+6.9% |